U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1B
AUM Growth
+$7.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,890
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$157M
3
+$142M
4
SWK icon
Stanley Black & Decker
SWK
+$133M
5
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$132M

Top Sells

1
+$308M
2
+$287M
3
+$179M
4
APD icon
Air Products & Chemicals
APD
+$140M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$121M

Sector Composition

1 Energy 12.17%
2 Healthcare 8.59%
3 Technology 7.94%
4 Financials 7.75%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4176
$67K ﹤0.01%
10,250
-3,659
4177
$67K ﹤0.01%
2,873
-150
4178
$67K ﹤0.01%
1,056
+881
4179
$67K ﹤0.01%
3,503
-1,656
4180
$67K ﹤0.01%
5,000
+2,047
4181
$66K ﹤0.01%
2,680
-269
4182
$66K ﹤0.01%
1,161
+4
4183
$66K ﹤0.01%
2,784
+1,981
4184
$66K ﹤0.01%
2,700
-75,504
4185
$66K ﹤0.01%
4,792
+1,524
4186
$66K ﹤0.01%
5,418
+3,615
4187
$66K ﹤0.01%
32,000
4188
$65K ﹤0.01%
6,478
+5,415
4189
$65K ﹤0.01%
1,940
-1,877
4190
$65K ﹤0.01%
3,982
+2,678
4191
$65K ﹤0.01%
5,092
-1,947
4192
$65K ﹤0.01%
1,296
+112
4193
$65K ﹤0.01%
5,086
-2,605
4194
$65K ﹤0.01%
3,066
+486
4195
$65K ﹤0.01%
2,508
+1,519
4196
$65K ﹤0.01%
751
-128
4197
$65K ﹤0.01%
12,828
+11,078
4198
$65K ﹤0.01%
10,499
-57,491
4199
$65K ﹤0.01%
1,330
+313
4200
$65K ﹤0.01%
2,009
+796
166 167
168
169 170